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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,720 | $92,219-90.5% | $76,766-88.6% | $135,382-93.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.06% | 5.46%-12.5pp | 2.43%-9.5pp | 519.77%-526.8pp |
| Employer contribution / active EE | $1,735 | $3,216-46.0% | $2,485-30.2% | $4,779-63.7% |
| Participant deferral / active EE | $1,213 | $4,508-73.1% | $3,851-68.5% | $5,609-78.4% |
| Admin fee / account holder | $522 | $10,749-95.1% | $6,675-92.2% | $10,829-95.2% |